Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/raymond-lifestyle-limited" target="_blank" data-smartkarma-citation="entities:43905:1" rel="noopener">Raymond Lifestyle (RAYMONDL IN)</a> recently demerged from Raymond Limited.  Since Raymond Limited was part of various indexes, Raymond Lifestyle was not. Index Fund selling led to a correction.</li>
<li>The correction made Raymond Lifestyle a special situation value bet.</li>
<li>The cherry on the cake is strong management guidance and a foray into the untapped non branded and unorganized apparel segment</li>
</ul>



Raymond Lifestyle (RAYMONDL IN) recently demerged from Raymond Limited.  Since Raymond Limited was part of various indexes, Raymond Lifestyle was not. Index Fund selling led to a correction.
The correction made Raymond Lifestyle a special situation value bet.
The cherry on the cake is strong management guidance and a foray into the untapped non branded and unorganized apparel segment


Raymond Lifestyle: A Value Play in Ethnic Wear with Special Situation Potential

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/dollar-industries-limited" target="_blank" data-smartkarma-citation="entities:43703:1" rel="noopener">Dollar Industries (DOLLAR IN)</a> has announced a Composite Scheme of Arrangement, merging eight promoter group companies and demerging one hosiery business undertaking into the listed entity.</li>
<li>The scheme fundamentally restructures DIL, consolidating brand ownership, key manufacturing assets, and operational real estate, directly addressing long-standing concerns regarding related-party transactions and corporate complexity.</li>
<li>While execution risks persist, the strategic clarity and governance enhancement resulting from this vertical integration could serve as a powerful catalyst, potentially driving a valuation re-rating.</li>
</ul>



Dollar Industries (DOLLAR IN) has announced a Composite Scheme of Arrangement, merging eight promoter group companies and demerging one hosiery business undertaking into the listed entity.
The scheme fundamentally restructures DIL, consolidating brand ownership, key manufacturing assets, and operational real estate, directly addressing long-standing concerns regarding related-party transactions and corporate complexity.
While execution risks persist, the strategic clarity and governance enhancement resulting from this vertical integration could serve as a powerful catalyst, potentially driving a valuation re-rating.


Dollar Industries’ Big Reshuffle: Why It Matters?

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Thematic (Sector/Industry)

<ul>
<li>Global and Indian textile markets face shifting supply chains due to geopolitical tensions, driving sourcing diversification towards India.</li>
<li>There's a significant push for innovation in materials, focusing on man-made fibers, sustainable, and technical textiles globally and in India</li>
<li>The Indian textile industry benefits from strong government policy support, including protective tariffs and various incentive schemes</li>
</ul>


Global and Indian textile markets face shifting supply chains due to geopolitical tensions, driving sourcing diversification towards India.
There's a significant push for innovation in materials, focusing on man-made fibers, sustainable, and technical textiles globally and in India
The Indian textile industry benefits from strong government policy support, including protective tariffs and various incentive schemes


Global and Indian Textile Industry-Shifting Supply Chains,Innovation in Materials,and Policy Support

<ul>
<li>Bangladesh, India's <strong>2nd largest trading partner</strong> in Asia is under a political crisis leading to instability and uncertainty. </li>
<li>Companies impacted by Bangladesh Crisis in India across sectors and across market caps listed below. </li>
<li>There might be short-term impact, but in long run, there would not be much impact as overall exposure is not that much.</li>
</ul>


Bangladesh, India's 2nd largest trading partner in Asia is under a political crisis leading to instability and uncertainty. 
Companies impacted by Bangladesh Crisis in India across sectors and across market caps listed below. 
There might be short-term impact, but in long run, there would not be much impact as overall exposure is not that much.


Bangladesh Chaos: Impact on Indian Companies

Consumer Analyst / Channel Surveillance Specialist, Trudence Capital Advisors

Pranav Bhavsar

Consumer Analyst / Channel Surveillance Specialist

Trudence Capital Advisors

Trudence Capital Advisors Private Limited is a SEBI-registered Research Analyst, holding SEBI registration number INH000015747. Our firm is dedicated to providing independent and unbiased research on Indian mid to large-cap companies. Trudence Capital is known for its counter-consensus views, with a focus on forensic research and on-ground primary investigations. Our research approach is thorough, involving detailed analysis of accounting practices and governance, alongside extensive channel checks.

Independent & Unbiased Research

<ul>
<li>The current slowdown in volume can be attributed to both the broader macroeconomic slowdown &amp; the pausing of the inventory system during the COVID, which has resulted in some mismanagement.</li>
<li>However, the slowdown is not due to a loss of market share, product quality, or adverse distributor policies, indicating a cyclical issue rather than a structural one.</li>
<li>In case of a gradual recovery of the macroeconomic situation and appropriate measures taken by <a href="https://www.smartkarma.com/entities/page-industries-ltd" target="_blank" data-smartkarma-citation="entities:4940:1" rel="noopener">Page Industries (PAG IN)</a> , volume growth may pick up in the future.</li>
</ul>


The current slowdown in volume can be attributed to both the broader macroeconomic slowdown &amp; the pausing of the inventory system during the COVID, which has resulted in some mismanagement.
However, the slowdown is not due to a loss of market share, product quality, or adverse distributor policies, indicating a cyclical issue rather than a structural one.
In case of a gradual recovery of the macroeconomic situation and appropriate measures taken by Page Industries (PAG IN) , volume growth may pick up in the future.


Page Industries (PAG IN) | Cyclical and Not Structural Volume Dip

India

Lux Industries Limited manufactures and distributes apparels. The Company offers bloomers, slacks, slips, trunks, and winter wears for men, women, and kids. Lux Industries markets its products worldwide.

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LUX Industries Ltd (LUX IN)

Raymond Lifestyle: A Value Play in Ethnic Wear with Special Situation Potential

Raymond Lifestyle demerged from Raymond Limited, correction due to Index Fund selling created special value bet with strong management guidance...

Nimish Maheshwari

Dollar Industries’ Big Reshuffle: Why It Matters?

Dollar Industries announces restructuring scheme to consolidate brand ownership and address corporate complexity, potentially driving valuation re...

Sudarshan Bhandari

Global and Indian Textile Industry-Shifting Supply Chains,Innovation in Materials,and Policy Support

Geopolitical tensions drive sourcing diversification to India in the textile market, with a focus on innovation in sustainable and technical...

Sreemant Dudhoria,CFA

Bangladesh Chaos: Impact on Indian Companies

Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Sudarshan Bhandari

Page Industries (PAG IN) | Cyclical and Not Structural Volume Dip

Slowdown in volume due to macro slowdown & COVID inventory system withdrawal causing mismanagement. For Page Industries, it appears to be a...

Pranav Bhavsar

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Raymond Lifestyle: A Value Play in Ethnic Wear with Special Situation Potential

​Raymond Lifestyle demerged from Raymond Limited, correction due to Index Fund selling created special value bet with strong management guidance...

Nimish Maheshwari

Dollar Industries’ Big Reshuffle: Why It Matters?

​Dollar Industries announces restructuring scheme to consolidate brand ownership and address corporate complexity, potentially driving valuation re...

Sudarshan Bhandari

Global and Indian Textile Industry-Shifting Supply Chains,Innovation in Materials,and Policy Support

​Geopolitical tensions drive sourcing diversification to India in the textile market, with a focus on innovation in sustainable and technical...

Sreemant Dudhoria,CFA

Bangladesh Chaos: Impact on Indian Companies

​Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Sudarshan Bhandari

Page Industries (PAG IN) | Cyclical and Not Structural Volume Dip

Slowdown in volume due to macro slowdown & COVID inventory system withdrawal causing mismanagement. For Page Industries, it appears to be a...

Pranav Bhavsar

Raymond Lifestyle demerged from Raymond Limited, correction due to Index Fund selling created special value bet with strong management guidance...

Dollar Industries announces restructuring scheme to consolidate brand ownership and address corporate complexity, potentially driving valuation re...

Geopolitical tensions drive sourcing diversification to India in the textile market, with a focus on innovation in sustainable and technical...

Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...